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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+8.19%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$73.1B
AUM Growth
+$2.4B
Cap. Flow
-$1.43B
Cap. Flow %
-1.96%
Top 10 Hldgs %
11.25%
Holding
4,601
New
626
Increased
1,390
Reduced
2,018
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$839M
2
AMZN icon
Amazon
AMZN
+$810M
3
TSLA icon
Tesla
TSLA
+$644M
4
TSM icon
TSMC
TSM
+$546M
5
JNJ icon
Johnson & Johnson
JNJ
+$389M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$891M
2
HD icon
Home Depot
HD
+$441M
3
JPM icon
JPMorgan Chase
JPM
+$335M
4
NVO
Novo Nordisk
NVO
+$317M
5
ASML icon
ASML
ASML
+$315M

Sector Composition

Rank Sector Weight
1 Healthcare 20.81%
2 Technology 15.51%
3 Consumer Discretionary 11.84%
4 Consumer Staples 10.09%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GAP
4476
The Gap Inc
GAP
$7.55B
– –
-603,800
Closed -$4.96M
INVX
4477
Innovex International
INVX
$2.11B
– –
-24,859
Closed -$485K
HURA
4478
TuHURA Biosciences
HURA
$146M
– –
-157
Closed -$30K
IMG
4479
DELISTED
CIMG Inc
IMG
– –
-103
Closed -$24K
ONC
4480
BeOne Medicines Ltd
ONC
$40.6B
– –
-2,300
Closed -$310K
XYZ
4481
Block Inc
XYZ
$47.5B
– –
-4,098,462
Closed -$225M
ATSG
4482
DELISTED
Air Transport Services Group
ATSG
– –
-68,900
Closed -$1.66M
CYTH
4483
DELISTED
Cyclo Therapeutics, Inc. Common Stock
CYTH
– –
-48,494
Closed -$94K
ALTR
4484
DELISTED
Altair Engineering Inc
ALTR
– –
-111,300
Closed -$4.92M
INFN
4485
DELISTED
Infinera Corporation Common Stock
INFN
– –
-147,800
Closed -$715K
SNAX
4486
DELISTED
Stryve Foods, Inc. Class A Common Stock
SNAX
– –
-5,379
Closed -$43K
BYU
4487
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
– –
-224
Closed -$14K
NVEI
4488
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
– –
-23,500
Closed -$635K
STER
4489
DELISTED
Sterling Check Corp. Common Stock
STER
– –
-17,000
Closed -$300K
LLAP
4490
DELISTED
Terran Orbital Corporation
LLAP
– –
-36,200
Closed -$64K
SHCR
4491
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
– –
-203,900
Closed -$387K
GRTS
4492
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
– –
-79,500
Closed -$204K
SEEL
4493
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
– –
-52
Closed -$206K
PRFT
4494
DELISTED
Perficient Inc
PRFT
– –
-36,193
Closed -$2.35M
LSXMK
4495
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
– –
-13,039
Closed -$381K
BIMI
4496
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
– –
-2,110
Closed -$6K
GRIN
4497
DELISTED
Grindrod Shipping Holdings Ltd. Ordinary Shares
GRIN
– –
-300,095
Closed -$7.18M
LL
4498
DELISTED
LL Flooring Holdings, Inc.
LL
– –
-32,000
Closed -$222K
THMO
4499
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
– –
-3,467
Closed -$39K
ISUN
4500
DELISTED
iSun, Inc. Common Stock
ISUN
– –
-12,200
Closed -$27K
178 179
180
181 182

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Jim Simons's Q4 2022 Portfolio in Review

As of Q4 2022, Jim Simons held 4,601 positions worth $73.1B, up 3.4% from $70.7B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q4 2022 filing shows 626 new, 1,390 increased, 2,018 reduced and 524 closed positions. Its largest new stake was Johnson & Johnson: 2,254,125 shares worth $398M. The largest sale was Microsoft, an estimated $891M.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q4 2022 buy was Johnson & Johnson: 2,254,125 shares worth $398M.
  • Jim Simons added most to Apple in Q4 2022, an estimated $839M increase.
  • Jim Simons's biggest Q4 2022 reduction was Novo Nordisk, cutting an estimated $317M.
  • Jim Simons fully exited Microsoft in Q4 2022, selling an estimated $891M.
  • Jim Simons's ten largest holdings make up 11% of its $73.1B portfolio in Q4 2022.
  • Jim Simons opened 626 new positions and closed 524 in Q4 2022.
  • Jim Simons's portfolio value rose 3.4% quarter-over-quarter to $73.1B.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.